Markets Recon

Part of Royal London

Royal London

+2 New this week
The archive

Their research,
newest first.

Title Topics Published Actions
Clockwise: Cautiously optimistic into year-end
The no-regrets build-out: the transition assets you can own without winning a forecast argument
The Viewpoint: What’s the point of stock markets?
The Investable Transition: why the energy transition will happen at the speed of economics, not ambition
Q3 Economic review: oil, chips and hikes
Nature data: from chaos to clarity
Climate commitments are easy. Delivery is harder
Sustainable Investing Q3 update
Multi asset quarterly video update - Q3 2026
SustainAbility: Navigating AI – a governance lens is key
UK GDP: Is the UK economy getting an AI boost? GDP again surprises on the upside
Bond navigators: Secured bonds – capturing credit conviction
Bond navigators: how far can yields rise before duration hurts?
ClockWise: Q3 review – Inflation strikes back
Bond navigators: Secured by experience – the origins of our credit
Bond navigators: The Bank of England's changing quantitative tightening plan and the gilt market
Bank of England and Fed rate decisions: a hold and a rise, with more hiking signalled
Royal London Asset Management prices upsized €450m Hambridge Euro CLO III after strong investor demand
Bond Navigators: Time to lock in income
European Central Bank: Hawkish hike - and weaker bonds
UK covered bonds: a misunderstood source of high quality income
Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management
Looking beyond artificial intelligence
Euro area: Well above target inflation, while the ECB sound ready to hike
A just adaptation: The world is on fire. Are we ready for what comes next?

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